Your Window on Money

Our quarterly client Newsletter

Spring 2024 Edition

Your Window on Money seeks to address topical issues that are likely to be of interest to most readers; please do not hesitate to contact us should require further information on any of the articles, or any other financial matter.

Jigsaw-FP Newsletter Spring 2024

Inside this issue

  • Crafting your retirement strategy – Whatever your age, careful planning is essential to securing financial stability and peace of mind when you stop working
  • Planning children’s financial futures – If you are considering making an investment for a child or grandchild there is a lot to consider
  • “A plan to grow the economy” – Jeremy Hunt delivered his last Spring Budget ahead of the General Election. We cover the key points
  • The cost of dying – 48% of adults aged 18 to 40 do not have life insurance, putting themselves and their loved ones in a precarious position
  • AI & scams – don’t get caught out – 48% of adults aged 25-34 have experienced financial fraud, with scams becoming more sophisticated
  • Retirement living costs surgeThe cost of a ‘moderate’ life in retirement is rising, so it is increasingly important to understand how much you need to save

The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

NEWSLETTER ARCHIVE

YOUR WINDOW ON MONEY

Jigsaw-FP Newsletter Winter 2023/24

Winter 2023/24 inside this issue

Achieving your long-term financial goals // In the news // Getting the economy “back on track” // The sophisticated scammers targeting YOU // Are you due a midlife MOT? // Prospects of stronger economic growth // Sleep easy in 2024 …

YOUR WINDOW ON MONEY

Jigsaw-FP Newsletter Autumn 2023

Autumn 2023 inside this issue

Achieving your long-term financial goals // Crackdown on ‘finfluencers’ // In the news // The FIRE investment movement // It’s good to talk // Tax punishment on prudence // Protection – a financial and wellbeing safety net // Gender division extends to money matters …

YOUR WINDOW ON MONEY

Jigsaw-FP Newsletter Summer 2023

Summer 2023 inside this issue

Making purposeful financial decisions to combat inflation // The benefits of being a new tax year front runner // In the news // Investing myths debunked // How does age affect your life insurance // Pensions round-up // The importance and value of financial advice today // Your retirement – don’t do it a disservice …

YOUR WINDOW ON MONEY

Jigsaw-FP Newsletter Spring 2023

Spring 2023 inside this issue

Rising prices add almost 20% to retirement costs // Spring Budget recap // In the news // Over 50 and re-joining the workforce? // Remember your pension // Bringing clarity to your financial decision-making // Baffled and confused? We speak your language // Review your resilience // and more…

Jigsaw-FP Newsletter Spring 2022

Special Issue

An Introduction to Sustainable and Ethical Investing

The last few years have seen a substantial rise in the popularity of sustainable and ethical investments, driven by an increasing  desire for investors to know where their money is going and what it is being used for. However, while these funds have now become an established part of the mainstream investment landscape, many people remain confused about the terminology associated with this type of investing and are unclear how they can actually benefit from being a more conscientious investor. Here, we provide answers to those questions and help guide you through investing’s moral maze.

The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.